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F.L. Putnam Investment Management’s iShares Russell 2500 ETF SMMD Stock Holding History

F.L. Putnam Investment Management’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Buy
2,733
+28
+1% +$2.21K ﹤0.01% 555
2025
Q4 		$203K Sell
2,705
-4,652
-63% -$346K ﹤0.01% 578
2025
Q3 		$542K Buy
7,357
+743
+11% +$52.9K 0.01% 406
2025
Q2 		$448K Sell
6,614
-5,715
-46% -$362K 0.01% 432
2025
Q1 		$771K Buy
12,329
+2,108
+21% +$142K 0.01% 348
2024
Q4 		$695K Sell
10,221
-2,591
-20% -$181K 0.01% 365
2024
Q3 		$868K Buy
12,812
+652
+5% +$42.5K 0.02% 345
2024
Q2 		$761K Sell
12,160
-453
-4% -$28.5K 0.01% 359
2024
Q1 		$828K Buy
12,613
+976
+8% +$60.4K 0.02% 279
2023
Q4 		$716K Buy
11,637
+1,189
+11% +$65.9K 0.02% 298
2023
Q3 		$570K Buy
10,448
+997
+11% +$57.4K 0.02% 313
2023
Q2 		$543K Buy
9,451
+897
+10% +$49K 0.01% 340
2023
Q1 		$469K Sell
8,554
-59
-0.7% -$3.31K 0.02% 311
2022
Q4 		$458K Buy
8,613
+741
+9% +$39.8K 0.02% 303
2022
Q3 		$392K Buy
7,872
+736
+10% +$40.6K 0.02% 304
2022
Q2 		$368K Buy
7,136
+1,112
+18% +$62.9K 0.01% 314
2022
Q1 		$376K Buy
6,024
+464
+8% +$28.5K 0.01% 310
2021
Q4 		$369K Buy
5,560
+25
+0.5% +$1.66K 0.01% 313
2021
Q3 		$355K Buy
5,535
+655
+13% +$42.7K 0.01% 315
2021
Q2 		$323K Buy
4,880
+769
+19% +$50K 0.01% 334
2021
Q1 		$259K Buy
4,111
+74
+2% +$4.58K 0.01% 316
2020
Q4 		$229K Buy
+4,037
New +$207K 0.01% 306
2019
Q4 		– Sell
-7,289
Closed -$325K – 323
2019
Q3 		$325K Buy
+7,289
New +$327K 0.02% 239

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

F.L. Putnam Investment Management's SMMD Position: Q1 2026 in Review

F.L. Putnam Investment Management increased its iShares Russell 2500 ETF (SMMD) stake by 1% in Q1 2026, buying an estimated $2.21K and bringing the position to 2,733 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

F.L. Putnam Investment Management first reported a position in SMMD in Q3 2019 and has held it in 23 quarters since. The position peaked at $868K in Q3 2024. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • F.L. Putnam Investment Management held 2,733 shares of iShares Russell 2500 ETF worth $209K as of Q1 2026.
  • F.L. Putnam Investment Management bought 28 iShares Russell 2500 ETF shares in Q1 2026, an estimated $2.21K.
  • iShares Russell 2500 ETF made up ﹤0.01% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #555 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Russell 2500 ETF in Q3 2019 and has held it in 23 quarters since.
  • F.L. Putnam Investment Management's iShares Russell 2500 ETF position peaked at $868K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.